ESOP · DOL Form 5500 · 2023

Alliance Material Handling, Inc. ESOP

Data updated 2026-08-25

$107M
Total assets Near avg plan size
292
Participants Below avg headcount
92nd
Percentile by assets National rank
$366,836
Avg per participant High balance/head
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Official DOL plan name: Alliance Material Handling Employee Stock Ownership Plan · Sponsored by Alliance Material Handling, Inc. · Maryland · Wholesale Trade

$107M in assets, 292 participants

Alliance Material Handling, Inc.'s Alliance Material Handling Employee Stock Ownership Plan reported $107M in total assets and 292 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,887 in Wholesale Trade (6,309 peers)

Coverage in Maryland

Alliance Material Handling Employee Stock Ownership Plan covers 292 participants in Maryland, about 31% of the average Maryland filer (state average ~929 per filing). Assets: $107M.

#5,887
in Wholesale Trade (6,309 peers)
+68.9%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Alliance Material Handling Employee Stock Ownership Plan's outsized position by total assets

Alliance Material Handling Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$107,116,186 Top 8% higher than 92% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Alliance Material Handling Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alliance Material Handling Employee Stock Ownership Plan sits mid-pack in the medium band (292 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alliance Material Handling Employee Stock Ownership Plan reported net income rose from -$6M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Alliance Material Handling Employee Stock Ownership Plan end-of-year assets rose from $63M in the plan year 2022 filing to $107M in the plan year 2023 filing.
  • Alliance Material Handling Employee Stock Ownership Plan reported participants rose from 242 in the plan year 2022 filing to 292 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 522323852 · Alliance Material Handling, Inc. PY 2023 · ESOP

Alliance Material Handling Employee Stock Ownership Plan · $107M · 292 · 92nd

  • ASSETS $107M
  • PCT 292
  • EIN 92nd
  • RANK ESOP
  • PHOTO near Fin Feather Fur Outfitters, Inc. Employee Stock Ownership Plan
  • IND ind #5887

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Maryland →

Alliance Material Handling Employee Stock Ownership Plan in the asset neighbourhood

Ppl Employee Stock Ownership PlanPpl Employee Stock Ownership…$108MAlliance Material Handling Employee Stock Ownership PlanAlliance Material Handling E…$107MFin Feather Fur Outfitters, Inc. Employee Stock Ownership PlanFin Feather Fur Outfitters, …$107MElectronic Theatre Controls, Inc. Employee Stock Ownership PlanElectronic Theatre Controls,…$107MPinnacle Solutions, Inc. Employee Stock Ownership PlanPinnacle Solutions, Inc. Emp…$107M
End-of-year total assets ($M) among Alliance Material Handling Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$83M
Net Income$44M
Employer EIN522323852
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliance Material Handling, Inc.)

Sponsor-wide plan assets over time

All Alliance Material Handling, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$119M 62.67738382494022% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $73.4M $119M ▲ +62.7%
Year Plans Participants Total Assets
2022 2 441 $73M
2023 2 561 $122M
2024 2 571 $119M

Nearby ESOP Plans in Maryland

Peer ESOP plans, same state, same plan type, ranked by total assets.

Alliance Material Handling Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 00.511.5 Total assets ($B) Participants Alliance Material Handling Employee Stock Ownership Plan, Total assets ($B): 0.107116186 · Participants: 292Alliance Material Handling Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.118445961 · Participants: 1617Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.406851042 · Participants: 3046Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.335744983 · Participants: 1793Kci Technologies, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($B): 0.320387257 · Participants: 35Brown Capital Management ESOPLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.267392826 · Participants: 5839Lockheed Martin Corporation Capital Accumulation Plan
Alliance Material Handling Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Alliance Material Handling Employee Stock Ownership Plan side-by-side with 3 peers →

Alliance Material Handling Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Fin Feather Fur Outfitters, Inc. Employee Stock Ownership Plan in OH ($107M); by covered participants it is E&m Logistics Inc. Employee Stock Ownership Plan in NY (292 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (292 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alliance Material Handling Employee Stock Ownership Plan assets move in 2023? ▼
Alliance Material Handling Employee Stock Ownership Plan surged - up 68.9% during 2023, from $63M to $107M. Reported net income was $44M.
How have Alliance Material Handling, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alliance Material Handling, Inc.'s sponsor-wide assets grew 62.7%, from $73M to $119M.
Where does Alliance Material Handling Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Alliance Material Handling Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Alliance Material Handling Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fin Feather Fur Outfitters, Inc. Employee Stock Ownership Plan in OH ($107M, 179 participants).
Which ESOP plans cover a similar participant headcount to Alliance Material Handling Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E&m Logistics Inc. Employee Stock Ownership Plan in NY (292 participants, $16M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 522323852.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.